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Anton Kreil made his fortune in the West as a Professional Trader at Goldman Sachs, Lehman Brothers and JP Morgan on Wall Street and the City of London, retiring from the Investment Banking Industry in 2007 at the age of twenty-seven just before the Global Financial Crisis. He then starred in the cult TV Programme “Million Dollar Traders” on BBC television in 2009. Anton was catapulted from relative obscurity into the limelight when the TV show was sold to networks globally. Anton is now the Managing Partner of the Institute of Trading & Portfolio Management, a global school and community of smart Retail Traders. The Institute collectively oversees and manages $100mln+ (at risk) every day in the Financial Markets and houses over four hundred and fifty Retail Traders globally. Anton is well known for his direct approach to teaching which he has cultivated over the last eight years in order to optimise Retail Trader performance. Anton is also a resident in Singapore having emigrated in 2014. Anton manages his portfolios and companies from Singapore on a daily basis and lives with his wife in Sentosa.
Qi Wang is responsible for providing investment research and solutions to global institutional clients. The MegaTrust Investments Group1 is a research driven, boutique fund manager specializing in Chinese equities. The group was founded in Shanghai, China in 2007 and has US$600 million under management today, with one of the best long-term track records in the industry.
Prior to joining MegaTrust, Qi was the Head of China Index Research at MSCI Inc., a global index and analytics solutions provider. He advised the world’s leading asset owners on global investing, asset allocation, portfolio construction, and risk management etc. In 2014, Qi and his colleagues produced ground-breaking research on factor investing (smart beta) for the Government Pension Investment Fund of Japan (GPIF). He also led research and consultation on the inclusion of China A-shares in the emerging markets index, making him a highly regarded expert on the globalization of A-shares (domestic Chinese stocks).
He graduated from Dartmouth College with a double-degree in mathematics and electrical engineering in 1997. Qi has been a CFA charterholder since 2003.
1 Including Shanghai MegaTrust Investment Management Co. Ltd. in China.
Roger Montgomery is the founder, Chairman and Chief Investment Officer of Montgomery Investment Management a Sydney and New York-based global investment manager with $1.5bn under management. He is a renowned value investor with more than 25 years’ experience. Following a successful career as an analyst and public company Chairman, Roger published the First Edition of his stock market guide, Value.able, in 2010, becoming a best seller in just 16 weeks. He is an awarded presenter on the subject of investing, appears weekly in the media and press and has so for over 15 years.
Adeline Sim is the Executive Director and Chief Legal Officer of HRnetGroup Limited. She leads corporate strategic and tactical legal initiatives, provides counsel and guidance on legal matters and oversees the digital marketing and investor communication of the Group.
Adeline began her career as a lawyer with Drew & Napier LLC in 2004 where she was engaged in, amongst others, dispute resolution and capital markets work. She left the law firm in 2008 to join our Group.
Adeline graduated with a Bachelor of Laws from the National University of Singapore in 2003. She was admitted to the Singapore Bar in 2004, and as a Solicitor of the Supreme Court of England and Wales in 2006.
A.J. Kahling is the Senior Manager of Trader Education and Market Strategy for TD Ameritrade in Singapore, where he oversees client education programs and their trading experience through the trading platforms. He currently holds Series 3, Series 7, Series 34, and Series 63 U.S. industry licenses. He has participated in conferences across the U.S. regarding trading technology, high probability trading methods, and retail execution techniques. Mr. Kahling has spent the past 10 years in financial services, primarily educating and teaching traders about the award-winning thinkorswim trading platform. Prior to joining the team in Singapore, he was responsible for the development of new users to the active trader platforms in the U.S. after working as a broker on the TD Ameritrade electronic execution desk.
Alvin Li is Vice President of Cross Asset Listed Distribution, Asia Pacific at Societe Generale. He is responsible for business development and investor education of listed products, including Daily Leverage Certificates in Singapore, and Warrants & Callable Bull/Bear Contracts (CBBCs) in Hong Kong. Prior to Societe Generale, Alvin was the ETF Strategist at CSOP Asset Management, responsible for ETFs product development, sales and marketing. During his time at CSOP, Alvin introduced the first batch of Leveraged & Inverse ETFs to Hong Kong, which are now the biggest ETFs of its kind in the market. Before CSOP, Alvin was in warrants and structured products division in Citigroup Global Markets Asia.
Alfred is the CEO of SingCapital which is a Financial Advisory firm licensed by Monetary Authority of Singapore (MAS).
He has more than 25 years of experience in the financial advisory field serving both individuals and corporations. He also sits on the board of various real estate funds as independent director and advisory board member.
His insights and perspectives on various financial matters are regularly interviewed by numerous media channels from radio to TV.
Alfred’s passion to share has also prompted him to author 3 books, ‘Mortgage and Grow Rich’, ‘Grow Rich Singapore Style’ and ‘Last Wishes’. The books are dedicated to holistic financial planning towards financial well beings.
Alson is known in the trading industry for holding an unbroken track record of profiting every quarter since 2011 even though the Chinese stock market crash in 2015. Over the years, he achieved a total net profit of USD 1.2 million for his firm – earning him the firm’s Top Trader Award twice in a row.
Alson’s insider knowledge as a pro trader gave him access to market news and whispers. He soon realized that the financial markets are manipulated and quickly adapted his trading tactics to trade alongside the manipulators and score handsome profits regardless of market conditions.
As an outstanding trader in the proprietary circle, Alson was honoured to receive a personal testimonial from the Senior Vice President of SGX, Mr. Rama Pillai, for his initiative in helping aspiring traders achieve financial success.
Mr. Bunlung Waiyanont, Investor Relations Manager of Thai Union Group PCL, has extensive experience and expertise in investor relations with a strong ability to communicate company strategies, business models and competitive environments to investors and analysts.
Prior to joining Thai Union, he gained significant work experience at leading financial institutions including Asia Plus Securities, UOB Bank, and Macquarie Securities.
Mr. Bunlung graduated summa cum laude from Bangkok’s Assumption University with a BBA in International Business Management, and earned his MBA in managerial economics from Chulalongkorn University, Bangkok. He was the recipient of scholarships from both universities for his outstanding academic achievements.
Calvin Neo is Product Development Director & ETF Specialist at Nikko Asset Management in Singapore.
As a product development director, Calvin is part of the team responsible for conceptualising product ideas, designing product specifications, and transitioning product designs to investment management. As an ETF Specialist, Calvin promotes SGX listed ETFs in Singapore and abroad, widening the awareness of ETFs and nurturing the ecosystem to foster healthy trading liquidities on the stock exchange.
Prior to joining NAM Asia, Calvin was with AJ Capital Management as a multi strategy and multi asset senior analyst with broad global equity coverage across energy, banks, real estate, technology and consumer sectors.
Calvin holds a Bachelor of Mechanical Engineering from the National University of Singapore and a Minor in Technology Entrepreneurship from the University of Pennsylvania.
lz-Lynn is the Chief Executive Officer of BHG Retail REIT. She has over 20 years' experience in the real estate and service sector, including more than 12 years focused exclusively on retail and hospitality real estate at management level.
Prior to joining the Manager, lz-Lynn was the Director of Mall Management at BHG Mall (the "Sponsor") from 2013 where she was responsible for the active management of the Sponsor's portfolio of shopping malls to ensure that financial and operational targets were met. As head of the Sponsor's Mall Management Department, lz-Lynn was part of the team that established the organisational strategy and direction of the business.
lz-Lynn holds a Bachelor of Arts (Honours) in English from the University of Leicester, United Kingdom and completed the General Management Programme with Harvard Business School, Boston MA, USA.
Mun Fai Cheong, CFA, CAIA, is a Vice President at State Street Global Advisors and is responsible for leading the SPDR ETF sales effort across the wealth management channel in Singapore. Prior to joining the firm in 2018, he was a Senior Vice President and led the Research and Engagement team at Stewardship Asia Centre, a thought leadership centre funded wholly by Temasek which aims to promote stewardship and governance in Singapore and across Asia. Before that, Mun Fai was a discretionary portfolio manager at CTBC Private Bank, where he built portfolios for high net worth investors. Mun Fai also worked at Eastspring Investments, latterly as a Client Portfolio Manager for Asian equities and began his financial services career at Mercer Investment Consulting in 2002. He is a CFA charterholder and is member of the CFA Society Singapore and the CFA Institute.
Mr. Chiang Kian Seng is an Associate Trainer at Maybank Kim Eng. In his role, he mentors and guides clients in their trading and investment journeys. Additionally, he is the in-house expert for our cutting edge regional security platforms. He strongly believes that financial education is the best gift one can give oneself. He teaches and guides with passion because he enjoys helping people make sense of the trading world.
Hui Leong has been a fellow member of the Motley Fool community since mid-2005. In late 2014, he was a one of a five-person team that manages a real-money portfolio within The Motley Fool US’s premium newsletter service, Supernova. He is now an analyst with the Motley Fool Singapore.
Hui Leong holds a Masters in Logistics and a Degree in Mechanical Engineering from the Nanyang Technological University. His claim to fame is that he is from the food haven of Penang, which he constantly reminds his fellow Fools of. When it comes to picking shares, his preference is to buy great companies with great management teams for the long term.
Dr Chin is the CEO and one of the founding members of Asian Healthcare Specialists Limited. He graduated from the National University of Singapore with a Bachelor of Medicine and Bachelor of Surgery in 1998 and subsequently obtained his Masters of Medicine in Orthopaedic Surgery in 2003 from the Graduate School of Medical Studies, National University of Singapore. In 2007, Dr Chin qualified for his fellowship in orthopaedic surgery with the Royal College of Surgeons of Edinburgh, United Kingdom and in 2008, Dr Chin received the Health Manpower Development Programme scholarship from the MOH to pursue advanced training in joint replacement at the Manchester Royal Infirmary, United Kingdom. Prior to establishing the Group, he was a consultant within the Adult Reconstructive Service in the Department of Orthopaedic Surgery at the Singapore General Hospital from 2009.
Christopher Brankin has been CEO of TD Ameritrade Singapore since 2011 and he is responsible for managing the operations and strategic direction of the Singapore location. Previously, Brankin was with thinkorswim, Inc., which was acquired by TD Ameritrade in 2008.
He has also been a head trader at the CBOE (Chicago Board Options Exchange) for a trading group specializing in equity options before joining thinkorswim in 2007. Brankin was also a former market maker and broker from the Chicago Board of Trade (CBOT) and has over 19 years trading experience in a variety of different financial/investment products. Beginning his career trading corn futures and options at the CBOT, Brankin then transitioned to Capital Markets bond trading on behalf of several of the largest U.S. investment banks.
Brankin was also a former market maker and broker from the Chicago Board of Trade (CBOT) and has over 19 years trading experience in a variety of different financial/investment products. Beginning his career trading corn futures and options at the CBOT, Brankin then transitioned to Capital Markets bond trading on behalf of several of the largest U.S. investment banks.
Beyond David Kuo, Ser Jing may very well be Motley Fool Singapore’s most recognized analyst — he’s published more than 1,500 investing and finance-related articles on Fool.sg!
After discovering The Motley Fool in 2010, Ser Jing quickly became a core part of our growing team and was a featured analyst in MF550.
In investing, Ser Jing believes that half the battle is won if an investor starts from the basic idea that stocks represent real ownership of parts of a business. He appreciates a wide variety of investing styles (growth, value, GARP, you-name-it!), but has an appreciably soft spot for companies with great financial fortitude, visionary management teams with integrity and ability, and ample market opportunities to exploit.
Ming Jun graduated from Royal Melbourne Institute of Technology University with a Degree in Business Management. Joining Phillip Securities in 2016, he currently manages a portfolio of over 10,000 trading accounts and is part of the POEMS Dealing Department. Proficient in Technical and Fundamental Analysis, he provides client advisory services to retail and high net worth investors in Marine Parade Branch. He regularly conducts educational seminars for clients. He has wide media exposure, featuring on Channel 8’s Morning Express TV Program, providing market summary articles for Chinese newspaper 联合早报, and frequently gives market commentaries on 96.3FM.
A full-time active trader in the equities and derivatives markets, CK is a practitioner of technical analysis and has been actively trading since 1993 in Singapore, Malaysia and US markets.
He focuses in trading growth stocks that have potential for big gains and using derivative instruments like options and warrants for better returns. CK is also an active trader of the forex and futures markets.
In his 20 years of trading experience, CK has developed dozens of trading systems and methods for medium and short term (both swing and intra-day) trading. CK is widely recognized analyst and trainer in technical analysis and regularly featured.
CK holds a bachelor degree of Science from University of London and Master of Science from National University of Singapore. He is also a certified behavior consultant has keen interest in area of trading psychology.
Dan is a serial entrepreneur and the inventor and founder of the world’s first urban retail concept of its kind,inQbox, which was a huge hit with global media. inQbox was one of the most popular and fastest growing start up in Singapore and Malaysia.
Gaining inspiration from constant travelling Dan started to conceptualise and work on new innovative concepts that will benefit and work towards bettering lives of the masses.
In the most recent venture Dan sees a huge problem faced by many businesses in collecting timely payments. On the other hand, the lack of convenience, transparency and excitement in motivating consumers to pay bills on time. Through BillCheap.com Dan plans to solve this by bringing ‘FUN’, trust and transparency back into bill payments and be the happy medium for businesses and consumers in payment settlements.
Graduated as a medical doctor from the National University of Singapore, Daniel’s life change when he discovered the joy of stock investing. He subsequently acquired the relevant skills in the value investing and found his true calling as a trainer and Executive Director of Value Investing College. Within the Group, Daniel is responsible for the strategic planning of the Education segment as well as management and consolidation of the programmes and schedule across the globe including Singapore, Malaysia, Taiwan, Thailand, Myanmar, Vietnam, India and Dubai.
Blockchain Palawan and music aficionado, Darren has been an enthusiast of the space since 2016. At Tokenize, he is the man behind strategies and is passionate about what the blockchain has to offer. A purveyor of blockchain technology, Darren is always educating others on what this new trustless data structure can accomplish and is also building the Tokenize blockchain.
David is responsible for the Group’s overall finance, compliance, corporate governance and accounting functions. He began his professional career with mid-sized and Big Four accounting firms where during his tenure, he has served companies in varied industries and was involved in various corporate actions. David holds a Bachelor of Commerce in Accounting and Finance from the University of Queensland and is a member of the Institute of Singapore Chartered Accountants and CPA Australia.
David Metcalfe is the President of Premier Diamond Group (North America) Ltd. a Toronto based company with affiliate offices in Valletta Malta, and the Tel Aviv Diamond Bourse. An engaging speaker, Mr. Metcalfe is a pioneer in the branding of natural colored diamonds as a hedge against a declining valued U.S. dollar and a private non-registered hard asset that belongs in every investor’s asset portfolio.
David Mok, CFA comes with an interesting breadth of experience of the buy side, sell side and distribution. Currently, he heads the fund management services at IPP Financial Advisers where he runs four different funds; an absolute return fund, a dividend fund, a fund-of-fund and a managed futures fund. IPP Financial Advisers distributes mutual funds and insurance products and its assets under advisory are over US$1 billion.
David has been interviewed and quoted by The Business Times, The Straits Times, Channel News Asia, Channel 5, FM 93.8, Asia Wall Street Journal, Professional Adviser, and The Today. David has globe-trotted from Asia to Europe and the U.S., providing institutional clients investment advice on the Singapore and Asian Markets. David obtained his MBA at Smith School of Business in University of Maryland and is a CFA Charterholder.
Dr. David is the President of VietCham Singapore, Chairman of Regulus Investment and Capital Holdings, and Vice-President of Vietnamese Association Singapore. David has assisted over 120 Vietnamese SMEs and startups to expand globally through Singapore, UAE, Australia and USA Gateway. On the blockchain focus, David is advisor to various ICOs such as BigBom, SuchApp and Kambria, and a frequent speaker at various blockchain conferences. He will be speaking at Singapore Fintech Festival 2018 in November. David chairs the Advisory Board to the Technological Revolution 4.0 Magazine, he is a writer to many mainstream journals and magazines such as Security for the Capital (An Ninh Thu Do). He co-authored the book “Blockchain and Investment in ICOs: The basics, the pathway to financial freedom”. A stealth leader and strategist, David’s extensive professional experience and management skillset have helped to streamline client’s operations, increase efficiencies and improve client service levels multi-folds. Maximizing “management by walking around”, he champions, energizes, and unifies all stakeholders. His strength is delivering the highest possible ROI, banking on the best cost basis.
David holds a Ph.D from Université du Maine (France) and Double-MBA in Marketing and Strategy from Nanyang Technological University (Singapore).
As the founder of BCoin.sg and an outspoken blockchain and cryptocurrency evangelist, Davy is responsible for its overall success. A motivated leader and serial entrepreneur, Davy has a proven management track record and brings a wealth of knowledge and expertise in corporate financial strategies and management.
His core strength lies in working with Fintech related business to expand their geographic reach and strategic alliance with a strong focus on customer acquisition and financial performance.
Davy spent 25 years assuming various executive leadership roles in globally reputable banks such as Credit Suisse First Boston Bank, Citibank N.A., ABN AMRO Bank, DBS Bank and UCF Group.
Davy holds a Bachelor of Commerce degree with a Major in Accounting from the University of Calgary (Canada).
Elaine Loh, was a business owner before deciding to join the Financial Planning Industry 16 years ago. Ever since then, she has managed SGD20million AUM and have protected families with sum assured of more than SGD500million. She has amassed an impressive portfolio of 1000 unique clients. She also does SME portfolio management and have managed companies of up to 200 employees. In her free time, she conduct talks in Secondary Schools to teachers on the importance of financial planning and risk management. Despite her impressive portfolio, Elaine has managed to juggle both her personal and private life wonderfully. She is proud to be a mother of two and grandmother of one.
Ethan is a self-taught investor who started investing in the US stock market, and is currently the Marketing & Business Development Director of InvestingNote. He works with many well-known financial professionals and bloggers who are now on the platform. Prior to his role in InvestingNote, he was a personal banker dealing with unit trusts and bancassurance in the wealth management division of a bank. He has Capital Markets and Financial Advisory Services (CMFAS) certification and a Bachelor's degree (hons) from NTU. He is a strong advocate for financial and investment literacy as he believes everyone should be able to manage their personal finances well.
With an impressive background in Wealth and Business Management, Fabian Pan has always believed that the key to effective outcomes and efficiency is building meaningful relationships and genuine work connections.
Fabian Pan’s career has been oriented, since the beginning, towards defining success through the looking glass of relevant current events and staying ahead of the curve with a future-forward mentality. His sales expertise is as much a result of his determination to handle the most complex technicalities as it is a fruit of his natural interpersonal skills. What’s more, his avid passion for politics and economy keep him on the learning wagon, advancing concepts and implementing them into his day-to-day work. His drive for sports such as golf and tennis has contributed to his professional career by forming him in the spirit of integrity and breaching perceived boundaries in what’s considered possible.
As the current COO of fidentiaX, the world’s 1st marketplace for tradable policies, he skillfully combines his charming communication abilities with an unsurpassed financial knowledge and intuition, enjoying the best of both worlds.
Mr Goh Toh Sim is the Executive Director and Chief Executive Officer of the REIT Manager.
Mr Goh has over 20 years of experience in the management of industrial parks, real estate development and business management in China. Prior to joining the Manager, he was the Chief Representative in China for Keppel Corporation Limited where he was responsible for government relations and business development. Prior to joining Keppel Corporation and from July 2006 to November 2009, Mr Goh was the chief executive officer of Evergro Properties Limited, a real estate developer in Tianjin, Jiangyin and Changzhou, where he was responsible for the general management of the company, including setting of strategies, land and project acquisitions and property development.
Mr Goh also served as the CEO of Ascendas (China) Pte Ltd from January 2004 to June 2006, where he was responsible for developing and managing Ascendas' businesses in China.
Mr Gregory Yap is the Singapore Investor Relations Representative for Sunpower Group Limited. He previously held Regional Sector Head, Head of Research and Senior Analyst roles with Maybank Kim Eng. AsiaMoney ranked him among the top Singapore Small Cap analysts in 2014, and Starmine rated him Top Stock Picker and Earnings Estimator for the Infrastructure sector in 2012. He has wide contacts within the Singapore corporate, broking and investor relation communities.
Irvin Goh is Director, Asia at FTSE Russell and has a role in driving the company’s growth in Asia where FTSE Russell has established itself as a leading index provider for asset owners and institutions. In his role, Irvin works in consultation with clients across financial markets including fund managers and banks to ensure FTSE Russell’s indexing solutions are accessible and consistently meeting investor needs. With a focus on developing and implementing sales activities, Irvin’s responsibility covers both the institution and retail segments in Asia.
Irvin has 16 years of experience in the financial industry. Before joining FTSE Russell, Irvin Goh was in charge of the business development in North Asia at Lion Global Investors and also headed up the Retail Sales team. He led the business development unit at both APS Asset Management and APS Komaba Asset Management in Asia, developing and managing both institutional and distribution services in the Asia Pacific region. He also led the business development unit at Russell Investments, focusing on both institutional clients and distribution services and was responsible for the launch of the first retail multi-manager investment programme in Taiwan and Malaysia.
Jake Damien Chow, CMT, is a market strategist with CGS-CIMB research. He specialise in technical and quantitative analysis and is a strong proponent of systematic (rule-based) trading.
He tracks macroeconomic data, monitor global capital flow, research and develop quantitative trading and investment models for the firm. Jake wrote for the CGS-CIMB regional technical analysis publication titled “Trendspotter” from 2017 to mid-2018.
Research interests include portfolio management, global macro/risk parity/quantitative strategies, factor investing, asset relationships (inter-market analysis, sector rotation and relative strength), system development and testing, algorithmic trading and behavioural finance.
Jake holds a Bachelor of Business majoring in Economics and Finance from the RMIT University (Melbourne). He is a Chartered Market Technician (CMT), member of the CMT Association and co-chair of the Singapore Chapter.
James (JB) Mackenzie oversees the strategy and daily operations of the Futures and Forex business at TD Ameritrade and has worked in the financial industry for more than 15 years. Prior to joining TD Ameritrade, he worked at MF Global, Penson Futures and Goldenberg Hehmeyer where his main focus was technology and trading. In 2011, JB joined TD Ameritrade to help develop the strategy and implementation of TD Ameritrade’s futures business. JB holds a Series 3, has a Bachelor of Arts in Biology and Psychology from Middlebury College, as well as a Masters of Business Administration from the University of Notre Dame.
Jeremy is the Group’s Executive Director, Chief Executive Officer and Co-Founder. Prior to this, from 2011 to 2016, he was the Chief Executive Officer of Cordlife Group Limited, a company listed on the SGX-ST, where he was responsible for identifying and implementing company-wide business growth strategies. From 2002 to 2011, he was the Director of Corporate Development then Chief Operating Officer and subsequently, Executive Director and Group Chief Financial Officer of Cordlife Limited (now known as Life Corporation Limited), a company listed on the Australian Securities Exchange (“ASX”). During his tenure, he was responsible for the group’s overall corporate development activities and financial functions, including statutory filings, accounting audits, finance controls and treasury matters. Jeremy spent the early part of his career in the banking and finance industry.
Joel currently heads the Singapore equities research team at KGI Securities (Singapore), a wholly-owned subsidiary of KGI Securities, a regional financial firm with key operations in China, Taiwan, Hong Kong, Thailand and Singapore. He has been covering the oil & gas industry for more than six years and has closely followed Singapore's journey as it became a regional hub for oil & gas activities in the Asia Pacific region. He continues to track the transition of the region’s oil & gas industry players as they find new avenues of growth amid the current oil industry down cycle. Elsewhere, his current areas of focus are on long-term structural trends in the technology and healthcare sectors. Joel is frequently quoted in the media for his views on the financial markets, including Channel NewsAsia, Bloomberg, The Straits Times, The Business Times and IHS.
Joshua Koh is CEO of Commune Lifestyle Pte Ltd (Commune), a local Singapore furniture retail company with more than 50 stores worldwide. Commune is a subsidiary of Koda Ltd.
Joshua began his career at Koda in 2008, serving as Deputy Managing Director of the company’s Vietnam operations from 2009 – 2010. He oversaw Koda’s largest manufacturing facility with over 1,000 employees, driving a 20% increase in annual turnover to US$27m during his tenure. In 2012, he became Koda’s Financial Controller and co-founded its first retail brand in Singapore, Commune. He was promoted to Group Chief Financial Officer in 2014, when he further grew the Commune network to over 20 shops across Asia and oversaw the retail brand’s supply chain process and procurement decisions for its regional requirements.
Joshua graduated from the University of Western Australia in 2006 with a Bachelor of Commerce. He was conferred a Master’s in Business Administration by INSEAD in 2011.
Kelvin Teo is the co-founder of Funding Societies | Modalku. Selected as Top 200 FinTech Influencers in Asia and appointed Co-Chairperson for the Marketplace Lending Committee of Singapore FinTech Association, Kelvin has spoken at major conferences such as LendIt Shanghai, Boao Hainan and Money2020 Singapore. He has also been featured on Bloomberg, CNBC, BBC and Business Times. Prior to this, Kelvin served as a consulting professional at KKR, McKinsey and Accenture. Kelvin graduated from Harvard Business School and National University of Singapore and is a certified Chartered Accountant.
Kelvin has over 12 years’ experience in providing market research and employs a unique combination of fundamental and technical analysis, specialising in utilising Elliot Wave and fund flows positioning to pin point key reversal levels in the financial markets.
Prior to joining City Index, Kelvin has traded actively and provided investment advisory for investment banks and hedge funds. He has a Certified Financial Technician (CFTe) award from the International Federation of Technical Analysts (IFTA) and is a member of the IFTA. Kelvin has also been named by FX Week the “Top Forecaster” for major as well as EM currencies on a frequent basis.
Kenny Loh is among the pioneers of financial bloggers in Singapore. Since 2009, he has been blogging and reaches 19 thousand unique monthly visitors from 110 countries now.
He is especially passionate about REITs because of their simple business model and ability to generate regular passive income for investors. Over the years, he has developed a simple and effective method to analyse any REIT in less than 7 minutes, and to time the REITs market in just 3 seconds!
As a renowned investment coach, Kenny is helping and training retail investors on how to generate passive income to achieve financial freedom through investing. He was featured in medias such as AsiaOne and The New Paper, for his opinions about profitable investment strategies, and is a sought-after speaker as well in events conducted by SGX, CIMB Securities, CityIndex, Online Traders Club and many others.
Kenny specialises in REITs to collect regular dividends, and Real Estate Investing where he helps his local and overseas clients source and invest in high-yield under-value commercial and industrial properties in Singapore to collect regular rental income.
Lawrence is responsible for strategic planning, overall management and business development of MoolahSense. Having more than 12 years of experience in the field, Lawrence worked extensively in the financial services sector, acquiring a combination of fron-to-back, buy-and-sell side experiences, particularly in the area of Fixed Income.
Before founding MoolahSense, Lawrence was a Vice President at Macquarie Capital where he was closely involved in developing its sales and structuring business at the Fixed Income division.
Teong Sang graduated with a degree in pharmacy from the University of London and an MBA from Sheffield University, UK. After a brief stint in banking, he found his calling in equity research and investor relations where he spent the last 30 years honing his craft.
CFD has been gaining popularity among investors and traders especially during this turbulent time where volatility could be the new norm. Ms Leries Goh from CGS-CIMB Securities Singapore will share how you can use CFD to capitalize market opportunity and possibly profit from it or use it as an effective hedging tool.
Leries Goh has more than 10 years of extensive experience in various financial products inclusive of equities, CFDs, futures and forex. She has also obtained a Chinese Language and Literature Degree from Beijing Normal University (北京师范大学) and trained in Marketing & Business Management.
Effectively bilingual, Leries speaks in various seminars in regional countries and conduct training for internal sales force, clients and savvy investors.
Lester Chan is the CEO of Fund Singapore, an equity-based and debt-based crowdfunding company that specialises in investing in startups, SMEs, public listed-companies, and real estate projects. He was previously the managing director of BeaconRock Investments, where he headed investment strategies and operations which include private equity and venture capital assets.
He spent several years as a banker with various local and foreign banks. Lester has accumulated over a decade of experience consulting and investing in the entire value chain of companies from startups to listed companies in Asia. These deals include mergers and acquisitions, public listings, private placements, mezzanine, and buyouts. His various roles in banking, management consulting, private equity, and venture capital has equipped him with strong investment knowledge and comprehensive operational know-hows.
Lester is a teaching faculty at the Singapore Management University. He teaches finance for the masters program. The postgraduate startups he mentored won numerous awards yearly at the Asia Venture Challenge. Lester is also a mentor at the DBS pre-accelerator hotspot where he advises young companies on strategies and financial valuations. Lester currently sits on various profit and non-profit boards lending his expertise in the areas of strategy and finance.
She has been in the field of big data in Santai holdings, for many years in the Fintech field，the early investors of Digital Currency, the co founder of the Bitdao Finance and the Origin Capital.
With more than 25 years of experience in the pharmaceutical industry, Mr. Lim was instrumental in establishing the Hyphens Group with the acquisition, from Pan-Malayan Pharmacy Pte. Ltd., of the business of wholesale supply of pharmaceutical products and medical supplies in Singapore in 1998, Hyphens Singapore between 2001 and 2004 and Ocean Health Singapore, DAC Pharmalab and Ocean Health Malaysia in 2016, having seen the growth and synergistic opportunities in each of these acquisitions.
Headquartered in Singapore, Hyphens is recognised as a leading specialty pharmaceutical and consumer healthcare group.
Mr. Lim See Wah was appointed to our board as Chairman & CEO on 12th Dec 2017 and is currently responsible for overseeing our overall operations and managing our strategic direction. He graduated with a Bachelor of Science (Pharmacy) with Honours (Second Class Honours Upper Division) from the National University of Singapore in June 1992.
杨燕（Margaret Yang）在CMC Markets担任新加坡市场分析员。她在新加坡证券以及基金管理行业有多年交易经验，涉及的资产包括证券，期货，期权，差价合约，ETF以及固定收益和国债。她已取得特许金融分析师（CFA）认证。 她在基金管理行业的从业背景 – 专业从事对冲交易，投资组合管理以及风险管理 – 给我们提供跨市场的视野以及分析多种资产关联性的深入见解。
杨燕精通流利的中英文，经常受邀参加Channel News Asia，938电台的访问。她的市场见解经常被各大财经媒体所引用，如Financial Times, Wall Street Journal, Yahoo Finance, The Business Times, Bloomberg, The Straits Times等。
Matthias serves as chief advisor for technology innovation for the board of Fund Singapore, a MAS regulated financial institution (FI) in Singapore. He is also the CEO of Fund Technologies, a subsidiary of Fund Asia, the parent company of Fund Singapore. He was previously Symantec Chief Technology Officer (Asia Pacific) responsible for driving the organization’s solution strategy and technology vision throughout Asia Pacific.
He serves as a trusted advisor in the area of governance to senior executives (such as CIOs and CISOs) and in strategizing and improving the overall security postures for their organization. He has over 16 years of experience in Cyber Security and Technology Leadership. Presently, he holds the position of President in (ISC)2. Singapore chapter (Cyber Security Chapter that focus on security and governance skill). He also serves as an advisor SUTD Center of Research Technology and Innovation Advisor.
He is an active speaker in Asia Pacific on security and governance topics at conferences and industry events, where he provides deep insights into trends, developments and strategies for digital security. He was featured in SG50 “A Nation of Skilled Talent” and was awarded the “Asia Greatest CTO 2016” by URS Media.
Mita Natarajan is the Chief Business Development Officer of ayondo Ltd, a FinTech Group and a global leader specialising in Social Trading, offering both innovative B2B and B2C trading and investment solutions. Mita is responsible for the business growth and investor expansion in Asia Pacific.
Mita has more than 14 years of experience in the financial industry in Asia, in particular with the Singapore Exchange and her prior Silicon Valley-Tech-background.
During her 14 years as Senior Vice President at SGX, Mita headed up several divisions. In her roles at SGX, Mita was responsible for the ownership and management of post-listings services offered to SGX's listed companies retail and institutional investors and the management of the organisation's strategy, business development and M&A portfolios. Prior to joining SGX, Mita was part of the founding management team at a technology start-up in Silicon Valley, California.
Nigel is the Investor Relations Manager of BHG Retail REIT. He has over 10 years of experience spanning audit, finance and regulatory reporting, and investor relations. His present responsibilities include strategic targeting of investors, managing communications and investor roadshows, as well as the engaging the research and media community. Prior to joining BHG Retail REIT, Nigel held positions at Ernst & Young, JP Morgan Singapore and SPH REIT.
Nigel is a Certified Public Accountant with CPA Australia, and holds an International Certificate in Investor Relations by the Investor Relations Society of UK. Nigel graduated from University of Western Australia, Perth, with a Bachelor of Commerce in Financial & Management Accounting, and Corporate Finance.
Nikhilesh has over 11 years' experience in private equity, investment banking and corporate strategy across Southeast Asia. His expertise includes debt and equity financing across diverse sectors, as well as portfolio management and value creation at SME companies.
At Validus Capital, Nikhilesh is responsible for managing the overall business operations, and has played a key role in driving a successful Series A funding rounds, forging strategic partnerships with global brands such as Visa, as well as scaling up Validus Capital’s business by over ten times over the past year.
Before joining Validus Capital, Nikhilesh founded the M&A Advisory practice at Taipan Partners focusing on consumer and tech sector deals across South East Asia. Prior to that, he led M&A deals for Masan Group and developed key experience in portfolio management and capital raising for various companies as an Investment Manager at Avigo Captial Partners.
Nikhilesh holds a bachelor’s in Engineering and an MBA in Finance.
Mr Ong Seng Yeow is Maybank Kim Eng's Regional Head of Research (Retail). Mr Ong manages the research operations of six research teams in Asia and oversees fundamental research of listed companies and market strategy. He has over 14 years experience covering transport & logistics, auto, retail, small caps and special situations in Singapore, Hong Kong & Vietnam. Prior to joining Maybank Kim Eng, Mr. Ong specialised in marine transport research with Ong Asia Securities. Mr. Ong holds a dual MBA degree from the University of California, Los Angeles and the National University of Singapore.
He is one of the earliest investors of Bitcoin. A pioneer and expert of blockchain technology in China, he founded and developed the high performance privately forked Bitcoin, UBT (ultraBitcoin).
He is also the founder of the world’s first public blockchain coin, UEX, issued by the Exchange of ultraEX.io and the founder of UltraBit Cryptocurrency and Blockchain Technology Lab. He is the founding partner and president of UltraFund Capital. He graduated from Technical University of Munich with a major in Computer Science.
Patrick is a serial entrepreneur and an internationally-renowned real estate investment expert who is passionate about propelling the financial literacy of his students and mentoring them to achieve true financial freedom.
He is also the founder and CEO of two different companies that he listed on ASX and SGX. He was previously the regional CEO of a strategic advisory firm and was involved in listing the firm in the NYSE.
Currently, Patrick is actively involved in helping companies transform their business models, globalize their businesses, and leverage in the capital market. He is also actively involved in the civic, humanitarian, philanthropic and charity circles, having co-founded charities that collectively serve and empower more than 20,000 elderly, impoverished families and children yearly.
He has won numerous awards including the Global Leader Award, Asia Pacific Entrepreneurship Award, and the Entrepreneur of the Year Award for Social Contributions.
Patrick has a Doctor in Education (EdD) from the University of Southern California’s Rossier School of Education and his dissertation revolves around financial intelligence. He also holds a BSc in Estate Management from Heriot-Watt University, an MSc in Global Business and Marketing from City University of New York and an MBA from Henley Business School.
Paul has almost 20 years of experience as a fund manager and sell-side analyst. During his time as fund manager, he has managed multiple funds and mandates including capital guaranteed, dividend income, renewable energy, single country and regionally focused funds. He graduated from Monash University and had completed both his Chartered Financial Analyst and Australian CPA programme. He was previously attached with KSC Pte. Ltd., BNP Paribas Investment Partners, Daiwa Asset Management, Prudential Unit Trust and UOB KayHian.
Having made a huge loss with a -40% return back in 2009, Pauline was personally mentored by 2 successful value investors Ken Chee and Clive Tan and has since become a multi-millionaire in 2015. She is a well-known speaker in the area of Value Investing and has spoken to thousands of audiences to share and educate them about the very same investment methods that brought her success.
Her book “Value Investing for Women” was sold out within months. Pauline is currently the COO, overseeing the management and operations of the Financial Education and Training Seminar business segment of the company.
Phongthon has been appointed as the CEO of the Project Planning Service PCL (PPS) since October 2017. Phongthon has versatile knowledge. He is an engineer by education. He has a second degree in Law. He is very keen on construction contract, construction financing and project management. He has been with the company for fifteen years starting from the project engineer to the project manager. After the company transform to Public company in 2012, he was appointed as the Chief Financial office of the company. And since then the company got many award and achievement from the stock exchange of Thailand (SET). Now PPS is one of the leading engineering firm in Thailand and aiming to expand its service into other Asian countries and try to improve its profitability through international operations.
Mr Pua Seck Guan is the Chief Executive Officer (“CEO”) and Executive Director of Perennial Real Estate Holdings Limited (“Perennial”). Concurrently, he is the Chief Operating Officer and Executive Director of Wilmar International Limited, one of Perennial’s largest sponsors. Mr Pua is also a Non-Executive Director of United Engineers Limited.
Mr Pua has over 29 years of real estate experience in property investment, development and management across various asset classes, as well as in the creation and management of both private and listed real estate funds. Mr Pua previously held concurrent positions as the CEO of CapitaLand Retail Limited, CapitaMall Trust Management Limited and CapitaLand Financial Limited, and was instrumental in establishing Real Estate Investment Trusts and Business Trust listed on the Singapore Exchange such as CapitaMall Trust, CapitaRetail China Trust and Perennial China Retail Trust.
Mr Pua holds a Master of Science degree in Civil Engineering from the Massachusetts Institute of Technology, USA and a Bachelor of Science degree in Building (First Class Honours) from the National University of Singapore.
Puah Soon Lim, CFA graduated from National University of Singapore with a Bachelor degree in Business Administration. Soon Lim has more than 20 years of experience in the financial and investment industries, spanning from money broking, merchant banking, bond sales and trading, investment planning, insurance sales and management of a wealth management sales team. His last decade was spent in a stock broking firm’s wealth management unit. He is currently Associate Director of an Independent Financial Advisor. He works with both individual and institutional investors to provide customised advice on optimal asset allocation. His extensive experience and thorough knowledge in wealth management enables him to break down difficult concepts into easy-to-understand components.
Rahul is a Fixed Income banker with deep expertise in Asian Capital markets. Prior to founding BondEvalue, Rahul was the Global Head for International Corporates, Financial Market Sales at Standard Chartered Bank. His team was based across all the major SCB dealing rooms and covered the Fixed Income needs of large corporate clients.
Prior to this he was MD and Regional Head of Capital Markets for South Asia. He was also a member of the Bank’s Capital Markets Global Management team. The team was responsible for debt fundraising across both international and domestic markets. For 2014, they won the Business World-PWC Foreign currency Bond Dealmaker of the year among many other awards from IFR, Asset AAA magazine etc.
Over the course of his career he has worked at Nomura Securities Singapore, Credit Suisse and Citibank.
Scott Connor became a member of the Chicago Board Options Exchange (CBOE) in 1982. He traded for 16 years primarily as an independent market maker in an index options pit (OEX), employing advanced strategies while managing portfolio risk. In 1998, he made markets both on the CBOE floor and remotely while helping develop an electronic proprietary trading system for an index options trading group based in Chicago. In 2005, Scott made option markets in about 45 stocks on the CBOE for the hedge fund Citadel Investment Group. In 2007, he left the CBOE to join the team at thinkorswim as Senior Licensed Instructor helping TD Ameritrade clients become better traders and investors in workshops live and online.
In June of 2012 Scott moved to Singapore to join the thinkorswim team as Executive Director of Education where he continued to share his wealth of experience and passion for education with Singapore clients. He returned to the US in July of 2015 and assumed the role of Director of Trader Education. Scott is also host of Virtual Trade which can be viewed at TDAmeritradenetwork.com.
Scott holds US industry licenses in Series 3, Series 4, Series 7, Series 24, and Series 66.
Mr Song holds a Master of Arts in Econometrics from the University of Canterbury, New Zealand. He started his career as an economist in Malayan Banking Bhd in Kuala Lumpur. In the early 1990's, he moved to Singapore and worked as a Regional Economist with various major multi-national financial institutions such as Merrill Lynch; Warburg Dillon Read as well as ABN Amro. Mr Song areas of focus are in the economies of ASEAN-5. He is a familiar icon in South-East Asia's news media as he has greatly contributed his professional views on the regional financial markets.
Spencer Li is a trader, investor and entrepreneur who currently manages his own portfolio of stocks, REITs, currencies, cryptocurrencies, properties, and businesses. As a former professional in private equity and proprietary funds, he has over 10 years of market experience, and has been featured on more than 20 occasions in the media.
From young, he has enjoyed playing chess, and was ranked 7th in Singapore when he was 17. Since then, having read hundreds of books on trading, investing, business, psychology & philosophy, he has written over 1,000 articles on his personal blog, with over a million readers worldwide, and has personally trained thousands of people through his events & trainings.
He is frequently invited to speak both locally & internationally at conferences, universities, banks, brokerages and MNCs, including SPH (Shareinvestor) and SGX (Singapore Stock Exchange). He was also chosen to speak to 2500+ people at the National Achievers Congress, which in previous years featured speakers like Jack Ma, Tony Robbins, Richard Branson and Jay Abraham.
He holds double degrees (Dean’s List) in Accountancy & Finance from the Singapore Management University (SMU), and is also a Certified Financial Technician (CFTe) conferred by the International Federation of Technical Analysts (IFTA). His previous work includes financial services audit at Ernst & Young, and forensic accounting at the Trade Investigation Branch of the Ministry of Finance (Singapore).
In his free time, he enjoys exploring the world, and has travelled to 50+ countries to inspire, teach, and help make the world a better place.
Sudhan has a passion for both aviation and investing.
An aircraft engineer by training, Sudhan is the co-author of the best-selling Singapore-themed stock market investment book, Invest Lah! The Average Joe’s Guide to Investing. In addition to his work for The Motley Fool Singapore, he has been featured on radio stations such as 938NOW (formerly 938LIVE), Money FM 89.3, and Oli 96.8FM, discussing personal finance and investing.
Steve is our Bank’s Chief Investment Strategist and has over 20 years of market research and economic experience. He is a key member of the Bank’s Global Investment Council and also acts as an advisor to the Discretionary Portfolio Management division.
He regularly advises Private and Priority Banking clients as to the investment opportunities and risks in asset markets and brings with him a wealth of expertise from both a macroeconomic perspective and across different asset classes.
Tam Ging Wien has been an avid equities and real estate investor for over 10 years.
He is the founder of ProButterfly.com, an independent investment site that focuses on general investment themes with focus on equities and REITs. His passion for financial education and training stems from a desire to help others help themselves achieve financial freedom. In 2017 he published his first book entitled REITs to Riches: Everything You Need to Know About Investing Profitably in REITs.
Tan Kian Hwa is a seasoned senior investment professional and an investment banker for close to 20 years. Currently he is the Head of Merger & Acquisitions of Cordlife Group, a regional leading healthcare group listed on the mainboard of Singapore Exchange. Prior to that he was responsible for global investment / mergers and acquisitions of Sanpower Group. He was also with leading private equity fund, SBI (formerly SoftBank Investment) and Nomura Investment Bank (London) where he held senior management position. He obtained First Class Hons. engineering degree from NUS and MBA from MIT Sloan School of Management.
Mr Tan Zing Yuen joined the Group in September 2009 as Chief Financial Officer. Mr Tan oversees the Group’s Finance, Management Information Systems, Business Office and Central Purchasing functions. Mr Tan began his career in 1980 as an Audit Assistant with the then Price Waterhouse (now known as PricewaterhouseCoopers). He left the auditing profession in 1985 to venture into the commercial sector. Mr Tan has held key financial positions in several public-listed companies namely, as Finance Director in Courts Singapore Limited and as Chief Financial Officer of Nippecraft Limited Group and Flairis Technology Corporation Limited Group. In 2002, Mr Tan was appointed Chief Financial Officer of Energy Market Company Pte Ltd which was set up to be the market operator of the Singapore Wholesale Electricity Market, Asia’s first liberalized electricity market. From 2006 to 2009, Mr Tan was the Group Financial Controller in the MediaCorp Group.
Dr Tee holds a PhD specialized in computational simulation. He possesses over 20 years of investing experience with in-depth knowledge in stocks and various major investment markets. He was a corporate Vice President, now the founder of a consulting firm. He has achieved financial freedom, spending most of his free time in life mission to educate the public towards the right path of investing.
He is the founder of www.Ein55.com investing blog with applications of Ein55 Styles of investing (Optimism Strategies, Fundamental Analysis, Technical Analysis, Personal Analysis, Macroeconomic Analysis, etc), sharing his experience extensively with public through high-quality free stock investment courses, free investment eBooks and free investment forum.
Mr Teo Huan Zi currently provides dealing services to over 10,000 trading accounts and is part of the POEMS Dealing, the core in-house dealing department of Phillip Securities Pte Ltd. Apart from his Dealing role, he also gives training seminars to further enrich his clients’ financial knowledge in area such as trading platform usage and fundamental analysis.
Huan Zi often conducts Educational/ Product seminars monthly for clients in both English and Chinese. He believes in value investing, and focuses on evaluating stocks based on company fundamentals. Huan Zi believes that a strong understanding of the company’s fundamentals as well as industry information is required to be able to make informed decisions which is suitable for investors’ goals and risk profile.
Huan Zi holds a Bachelor of Business specializing in Banking & Finance from Nanyang Technological University (NTU) graduating in 2014.
Wei Rong is a platform strategist at ShareInvestor, specialising in the research and analysis of equity trading platforms and products. Prior to joining ShareInvestor, he was a platform manager in a local broking firm, with the responsibility of marketing and developing an advanced trading platform. His vast experiences in equity trading products allow him to formulate the most effective way of trading. His personal objective is to bring forth the most efficient trading platform and product to all investors, for all to maximise their investment returns. He has conducted investment talks during the annual INVEST Fair from Year 2010 to Year 2016. He has done numerous presentations in other large scale financial events including the SGX Structured Warrant Symposium 2016.
My trading journey started when I made a trip to Hong Kong and trained in a top tier Proprietary Trading Firm under Head & Shoulder Group. After months of training, I managed to pick up the skills of trading Structured Warrant and eventually started my client business as a Remisier (Stockbroker) at Phillip Securities Pte Ltd in 2007.
In 2012 I incorporated Quattro Capital Pte Ltd to do Proprietary Trading. After years of trading experience, I develop a systematically trading method call LRMM (Low Risk Matrix Model).
Rather than looking for one big trade, LRMM look for small profits throughout the day and focus on Risk Management that never let losses accumulate. Apart from running my own proprietary desk, in 2015, I was officially accredited by Singapore Stock Exchange as Academy Trainer.
Ever since then, I routinely conducted Structured Warrant Trading Course every quarterly and have build up a significant number of trading communities of traders who focused on intra-day scalping strategies.
Also I was frequently invited by SGX, Radio 95.8, Hang Seng Management Colleague, SPR Wealth Management, NUS and so on to give talks and seminar on how to become a successful professional trader.
In 2017, through a mutual friend, a prominent ex-stockbroker, I came to know the Creator of ThePhoenix™ System. Being skeptical in the beginning, but I was convinced by it how easy trading can be with ThePhoenix™ System.
On 13 Dec 2017, I incorporated PGL Oriental Pte Ltd and bought over ThePhoenix™ system to rage across Asia and soar toward the international heights. As of writing of this profile on 28 June, 2018, ThePhoenix™ Family has grown to 490 members across Singapore, Malaysia, Indonesia, Cambodia, Thailand, Vietnam, China, Japan, United States and Netherlands.
We are looking to expand our offices to Bangkok, Malaysia, Vietnam, Cambodia and China over the next 3 years. We are looking for consistent House Traders and Overseas Business Associates and Speakers. Do contact me if interested to work together.
Y Ventures Group is a data-analytics driven eCommerce company, listed on the Catalist board of Singapore Stock Exchange (SGX). Y Ventures combines the astute application of data-analytics with retail, distribution and eCommerce management to help consumer brands succeed in the rapid eCommerce market. Key focal geographies include South-East Asia, North America, and Europe.
Zhen-Hui is the Head of Corporate Strategy at Y Ventures Group.
He handles the group’s strategic engagements with multiple corporate partners, ranging from consumer brand partners, trade agencies, industry associations, to strategic investors.
Prior to joining Y Ventures, Zhen-Hui worked in a boutique energy consulting firm, as well as various government agencies. He holds a Master’s in Mechanical Engineering from the Technical University of Munich, Germany.